Migrate from Service In Sync to Nutshell

Service In Sync clients map directly to Nutshell Companies. The client name becomes the Company name, domain/website maps to the Company website field, and any custom fields on the client record migrate as Nutshell custom fields on the Company object. Primary contact information is extracted separately for mapping to the Person record.

Primary contacts associated with SIS clients migrate to Nutshell People. The contact's name, email, phone, and job title map to the corresponding Nutshell Person fields. The relationship between the Person and the Company (Account) is established via Nutshell's relationship map. Secondary contacts on the same SIS client create additional Person records linked to the same Company.

Service In Sync job records contain job description, status, scheduled date, assigned staff, and completion notes. We extract the job narrative as a Nutshell Note attached to the relevant Company record, preserving the original job date as the Note creation timestamp. Staff names are stored as text within the Note body since Nutshell does not have a native staff object.

SIS estimates with line items, totals, approval status, and signatures map to Nutshell Deals. The estimate total becomes the Deal amount, the description maps to the Deal name, and approval status is stored as a custom pick-list field on the Deal. Line-item detail is preserved as a Note attached to the Deal record.

Payment amounts, dates, and methods from SIS migrate as custom fields on the associated Deal or Company record. Nutshell does not have a native payment object, so billing history is preserved for reference in custom fields or as a structured Note. Actual payment processing must be handled by a separate billing tool post-migration.

SIS tracks review status, platform (Google, Yelp, Facebook), and request date per client. This data migrates as custom fields on the corresponding Nutshell Company or Person record (Review_Status__c, Review_Platform__c, Review_Request_Date__c) for reference. Nutshell does not have native review-tracking functionality. The custom fields preserve review history for reference and allow your team to maintain visibility into client feedback without manual re-entry.

Prospective clients entered directly in SIS as leads map 1:1 to Nutshell Leads. The lead name, contact information, source, and any custom fields transfer directly. Pipeline stage is not applicable in SIS for leads, so they land in Nutshell's default Lead status and can be re-staged during the migration review.

Service In Sync staff profiles (technicians, dispatchers) do not have a direct equivalent in Nutshell's CRM model. Nutshell Users are CRM owners and salespeople, not field technicians. Staff records are not migrated; instead, owner assignment in Nutshell is resolved by matching SIS staff email addresses to Nutshell User accounts, or flagged for manual assignment.

Any custom properties configured in SIS on clients, contacts, or jobs are created as custom fields in Nutshell on the corresponding target object. SIS custom field types (text, number, date, pick-list) are matched to Nutshell's supported custom field types. Pick-list fields in SIS require value-by-value mapping to Nutshell pick-list options.

Files attached to SIS jobs or estimates (photos, signed documents, invoices) are extracted and re-uploaded as Note attachments in Nutshell, linked to the corresponding Company, Person, or Deal record. File size limits follow Nutshell's attachment constraints. Large files may require compression before upload, and any files exceeding Nutshell's size limits will be flagged for manual handling or alternative storage solutions.